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Category Archives: PERSONAL FINANCES
“The fancy graphs and charts giveth, and the fine print taketh away.” – Financial Planning has Failed The following is an excerpt from our new ebook by Kim Butler and Kate Phillips, Financial Planning Has Failed. You can get the … Continue reading
“It is better to debate a question without settling it than to settle a question without debating it.” – Joseph, Joubert Should You “Buy Term and Invest the Difference”? In a recent comment from a reader on a post about … Continue reading
“Worry is like a rocking chair: it gives you something to do but never gets you anywhere.” – Erma Bombeck I’ve been getting a lot of questions from concerned clients lately. They’re worried about the stock market, perhaps even bank … Continue reading
Financial Reform or Regression? The Battle Over Dodd-Frank Provisions and Fiduciary Vs. Suitability Standards
” Vested interests have never been known to have willingly divested themselves unless there was sufficient force to compel them.” – B. R. Ambedkar In 2010, the Dodd-Frank Wall Street Reform and Consumer Protection Act provided meaningful (if imperfect) reforms … Continue reading
Recently I had the opportunity to be interviewed by syndicated financial columnist Steve Savant, whose video show Let’s Get Down to Business produces daily content for financial and insurance professionals. Although it was filmed for a different audience, it’s a … Continue reading
“Character is the ability to carry out a good resolution long after the excitement of the moment has passed.” – Cavett Robert Last year we published Parts 1 and 2 of “Make a Million Dollar Resolution,” and today, we … Continue reading
“If you think money you deposit in a bank is yours, think again.” – DailyPaul.com Bank Account Confiscations Increase What do dairy farmers in Maryland, a Long Island snack-and-cigarette distributor, a Virginia Army sergeant saving for his children’s college, and … Continue reading